After working on multiple Salesforce implementation project as an Architect, its time to share what I learned from those implementations and would strongly suggest to be considered before designing any “Salesforce Integration”.
Below image shows “integration mind mapping” used by me. I use it to consider some major aspects while discussing integration approaches with enterprise architects in various meetings. This image is very high level however if you think some more points to be considered or have some other thoughts on same, please share.
In this post we will discuss how Canvas can be used to integrate Salesforce with Salesforce. On my blog we have seen many articles and possibilities to integrate Salesforce with another Salesforce instance like this and this post.
Whats is force.com Canvas
Why we are accessing another Salesforce instance as Canvas app
To get hands on with Canvas, most of article are around creating Heroku applications. I understand there are few developers who are not comfortable with Heroku. So to keep learning curve less, lets use Visualforce page to be exposed as Canvas application after all Visualforce is very advance MVC framework in itself. Continue reading “Salesforce to Salesforce integration using Canvas”
A named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition. You can simplify the setup of authenticated Apex callouts by specifying a named credential as the callout endpoint. You can instead specify a URL as the callout endpoint and register that URL in your organization’s remote site settings. In that case, however, you handle the authentication in your code. Doing so can be less secure and especially complicated for OAuth authentication.
Long description short , “using Named Credential, we can make call out to external system without supplying username or Password”.
Use Apex to call Salesforce REST API with sample source code
In previous post, we saw that how Visualforce can be used to call Salesforce Rest API. In this short post, I would share a small piece of code to demonstrate how to use Apex to call Salesforce REST API.
First and foremost step is to add your Salesforce instance URL in Remote site settings. Once that is done, use below sample Apex code to call Salesforce REST API.
In my words, Getting data from Other System or Same System using HTTP request is known as REST API.
If you know, how website works, you know REST API. Before REST API, there was SOAP request which needed lots of configuration and very tightly coupled. If you make any modification , you had to modify client side also by generating stubs / proxy classes again. There were many more disadvantages which got address by REST API. However, it doesn’t mean we don’t need SOAP.
Back to REST API, It is very simple to setup and almost any programming language can make HTTP request so very easy to get data from other source. Return type of REST API can be XML, Simple HTTP, JSON or any media like image. However, JSON is very popular response type amongst all.
REST API Playground : I have created Simple Visualforce page, which demonstrates how to use REST API of Salesforce. It is written in Visualforce with the help of JQuery. You can study this code and play with it in your organization, you just need to copy and paste it.
You also need to add URL “http://cdnjs.cloudflare.com” in Remote Site Settings, so that salesforce will allow Visualforce page to get JQuery library from CDN.
One of the feature we have in Salesforce is that we can easily consume External Web Services. In this article, we will learn step by step demo of consuming Web Service in Apex. There are many public websites available to consume Web Service and one of them, I am using in this article is http://www.webservicex.net , from this location we are using Stock Quote Webservice. To consume this, we need WSDL.
Once, WSDL is downloaded and saved on local drive. We have to go to Salesforce and navigate to “Setup | Develop | Apex Classes”. On right hand side, you will find button named as “Generate from WSDL”. This button will generate equivalent Apex class to support Webservice call. In some Programming languages, these classes are known as Proxy classes or Stubs.
When we click on “Generate from WSDL” button, it will prompt for WSDL File. Select WSDL file downloaded previously and click on “Parse WSDL” button. On next page you will get this error : “Failed to parse wsdl: Found more than one wsdl:portType. WSDL with multiple portType not supported”.
In some cases you may also get error like : “Failed to parse wsdl: Found more than one wsdl:binding. WSDL with multiple binding not supported”.
Its long time, since i wrote any article because of my busy schedule However this time i came with advance one. In this article we are going to use the J2EE (Servlet) to Merge PDF attachment inside salesforce with the help of OAuth and ITextPDF jar file. The reason of writing this article is that there is no native support by Apex to merge two attachments in Salesforce. Either we have to go for AppExchange product like CongaMerg or Drawloop or we can write our own code in any other language like Java and C# and with the help of REST API we can save get and save attachment in Salesforce.
First we will need to setup the OAuth permission so that our local J2EE application can interact with Salesforce. For this login to Salesforce account and Navigate to “Set up | App Set up | Develop | Remote Access” and enter the information. Be careful about the “Callback URL”. It must match in your code. After creating the “Remote Access”, note “Consumer Key” and “Consumer Secret” which will be needed in your code.
Update : “Remote Access” is renamed to Connected App. So throughout this article, if you see image of “Remote Access” then please consider it as Connected App.